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Bank of Montreal
BMO

Overview Fund Activity

439 hedge funds and large institutions have $22B invested in Bank of Montreal in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+11
Holders Change %
+2.57%
% of All Funds
10.06%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
47
Increased
121
Reduced
161
Closed
31
Calls
$231M
Puts
$210M
Net Calls
+$21.1M
Net Calls Change
+$70.9M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$485M
2
Fidelity International
Fidelity International
Bermuda
$213M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$845M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$252M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.99B

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$502M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.3M
3
Citadel Advisors
Citadel Advisors
Florida
$17.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$858M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
151
Providence Wealth Advisors
Illinois
$3.53M +$3.53M +45,732 New
OMCS
152
Old Mutual Customised Solutions
South Africa
$3.45M +$38.6K +500 +1%
RE
153
RBC Europe
United Kingdom
$3.42M -$17.4K -225 -0.5%
LSV Asset Management
154
LSV Asset Management
Illinois
$3.39M -$2.08M -26,900 -38%
AAIM
155
American Assets Investment Management
California
$3.37M – – –
CS
156
Candriam SCA
Luxembourg
$3.16M -$382K -4,945 -11%
BAM
157
Burgundy Asset Management
Ontario, Canada
$3.09M – – –
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M +$3.06M +39,600 New
KJHP
159
K.J. Harrison & Partners
Ontario, Canada
$3.04M +$305K +3,950 +11%
PFP
160
Pinnacle Financial Partners
Tennessee
$3.04M +$328K +4,251 +12%
Comerica Bank
161
Comerica Bank
Texas
$2.9M -$11K -140 -0.4%
MME
162
Meag Munich Ergo
Germany
$2.87M -$6.23M -80,661 -69%
SLA
163
Silver Lake Advisory
Utah
$2.63M +$47K +640 +2%
GC
164
Guggenheim Capital
Illinois
$2.63M -$1.24M -16,039 -32%
PSUF
165
People's United Financial
Connecticut
$2.57M +$2.57M +203 New
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.56M -$1.16K -15 -0%
CP
167
Cumberland Partners
Ontario, Canada
$2.26M +$707K +9,148 +46%
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$2.21M -$2.32K -30 -0.1%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$2.18M +$74K +958 +4%
BWL
170
Bogart Wealth LLC
Virginia
$2.15M +$70.1K +907 +3%
WF
171
WoodTrust Financial
Wisconsin
$2.13M – – –
RJFSA
172
Raymond James Financial Services Advisors
Florida
$2.12M +$228K +2,955 +12%
DR
173
Davis Rea
Ontario, Canada
$2.06M -$7.58K -98 -0.4%
Ameriprise
174
Ameriprise
Minnesota
$2.02M -$2.66M -34,411 -57%
BCM
175
Baltimore Capital Management
Maryland
$1.95M -$21.2K -275 -1%
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